Delete custom document types
I need a way to delete the custom document types. I really like the feature of being able to make our own custom labels, but when a label gets entered by mistake, or spelled incorrectly, there needs to be the option to delete it.
You asked, we delivered: Remove custom document types
Users can now remove custom document types to more efficiently move through their workflow and to tailor the document type list to best fit changing practice needs.
Learn more about removing custom document types: https://knowledgebase.practicefusion.com/knowledgebase/articles/1847788
Daniel Wise commented
If we can't delete, is there a way to make a document type inactive, similar to other areas of the EHR?
We have several document types that have been accidentally misspelled or as a double entry. Please make a way to delete these. Thanks
Hello PracticeFusion team,
Our organization would really appreciate the ability to add and remove custom document types. Thank you!
Melody Randall commented
Please fix this. It is not a complete feature to be able to create something without being able to manage it.
Mr Robert Horn commented
Came to KB to find out how to delete an accidentally added document type. It either needs to be more difficult to add a custom document type or there needs to be a way to cull the list.
Susan Little-Jones commented
This system creates many issues...like new employees putting things where they don't belong! If the hold up is deleting a document type with files in it, couldn't you start with a first step of allowing us to delete unused empty types? Please!!
We really do need to have a way to correct mistakes made to document types, have some sort of safeguard against making accidental document types, and a way to delete any mistakes and types of document that are not used.
Please allow us to delete document types that have been misspelled or no longer needed.....
Please allow us to document custom document types
There are too many irrelevant document types for various specialties. Also, there are to many misspelled document types. This makes it harder to locate the correct document type and the drop down menu list is too long. Please implement!
Please add a feature to delete document types in the drop down menu. Thanks!
Dr Kanwardeep Aiden commented
Yes, please add a feature for editing / deleting document types
PLEASE IMPLEMENT ASAP
Dr Himansh Khanna commented
There are too many irrelevant docment types for various specialties. Also, there are to many misspelled doument types. This makes it harder to locate the correct document type and the dropdown menu list is unnecessirarily long.
Ms Janie White commented
I agree there needs to be away to remove or edit custom document types. Current right now for "charts" we ch, cha, char, chart, chartttttttttt. It looks so unprofessional. Also, it rather tedious going through several unused document types to find the right one.
Danielida Serfino commented
Please improve the feature on the Document Type List, we should be able to edit or delete item name/label so it is organized and customized according to the practice. Most of those are errors/misspelled name/label that need to be deleted.
Mr Rick Luke commented
I would like to be able to be able to delete items from the Document Type List. I realize that it cannot be that simple though. So it will need to be a multi-step process. It is likely a bad idea to delete a Document Type when there are documents that have been assigned to it.
1. There needs to be a way to search for all documents that have been assigned, and that exists.
2. Any documents found will need to be changed to a different Document Type, but that is not possible yet for Documents that have been Signed.
3. Only when there are no documents using that Document Type can it be deleted.
So even though a bunch of us would like this enhancement, it is not as simple as most people are thinking.
Mrs Aimee Haney commented
We should be able to edit the document type list
Please add the feature of being able to delete/remove custom document types.
Mr James Hunton commented
WE NEED A WAY TO DELETE CUSTOM DOCUMENT TYPES. ADDING CUSTOM DOCUMENT TYPES IS AN AMAZING FEATURE, BUT IF ONE GETS ADDED BY MISTAKE OR IS MISSPELLED THEN IT IS PERMANENTLY THERE. PLEASE MAKE IT SO WE CAN EDIT OR REMOVE CUSTOM DOCUMENT TYPES.